Operations

Closing the Day, Auditing Orders Items & Payments & Inventory

Overview

The daily reporting can be viewed at any time. If you have the app installed on a phone you can view it there, or from your browser if you have the web service available.

Process

The end-of-day procedure may consist of the following:

1. Closing out any orders remaining. Orders that show up in this section are required to be voided or paid for before the closing procedure can complete.

2. Closing any remaining balance sheets. You can review and close the balance sheets from this screen if a cashier or server has been unable to.

3. Batching Credit Cards. Some systems required being attached to a device that runs the final batch procedure, if that's the case the close-of-day feature needs to be done with a POS Termina that has credit card devices attached to it, via Bluetooth or USB or otherwise.

Daily Closing